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Rise Advisors’s iShares Core US Aggregate Bond ETF AGG Stock Holding History

Rise Advisors’s Portfolio AGG Stock Details AGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$331K Buy
3,344
+367
+12% +$36.3K 0.09% 73
2026
Q1 		$295K Sell
2,977
-14
-0.5% -$1.4K 0.1% 68
2025
Q4 		$299K Sell
2,991
-293
-9% -$29.4K 0.11% 74
2025
Q3 		$329K Buy
3,284
+136
+4% +$13.5K 0.12% 66
2025
Q2 		$312K Buy
3,148
+133
+4% +$13K 0.12% 67
2025
Q1 		$298K Sell
3,015
-325
-10% -$31.8K 0.13% 67
2024
Q4 		$324K Sell
3,340
-248
-7% -$24.4K 0.16% 61
2024
Q3 		$363K Buy
3,588
+1,309
+57% +$131K 0.17% 61
2024
Q2 		$221K Buy
2,279
+201
+10% +$19.4K 0.12% 84
2024
Q1 		$204K Sell
2,078
-6
-0.3% -$587 0.11% 91
2023
Q4 		$207K Sell
2,084
-409
-16% -$38.9K 0.14% 69
2023
Q3 		$234K Sell
2,493
-6,466
-72% -$623K 0.19% 50
2023
Q2 		$878K Sell
8,959
-217
-2% -$21.5K 0.68% 19
2023
Q1 		$914K Sell
9,176
-2,400
-21% -$237K 0.69% 18
2022
Q4 		$1.12M Sell
11,576
-196
-2% -$19K 0.9% 16
2022
Q3 		$1.13M Sell
11,772
-70
-0.6% -$7.08K 0.94% 17
2022
Q2 		$1.2M Sell
11,842
-145
-1% -$14.9K 1.21% 16
2022
Q1 		$1.28M Sell
11,987
-4,391
-27% -$483K 1.16% 18
2021
Q4 		$1.87M Buy
+16,378
New +$1.87M 1.78% 15

Other funds holding AGG

Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $80.9B AUM 26.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Rise Advisors's AGG Position: Q2 2026 in Review

Rise Advisors increased its iShares Core US Aggregate Bond ETF (AGG) stake by 12% in Q2 2026, buying an estimated $36.3K and bringing the position to 3,344 shares worth $331K. The position accounts for 0.09% of the portfolio, ranked #73.

Rise Advisors first reported a position in AGG in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.87M in Q4 2021. 2,080 funds tracked by Wall St. Rank hold AGG as of Q2 2026.

  • Rise Advisors held 3,344 shares of iShares Core US Aggregate Bond ETF worth $331K as of Q2 2026.
  • Rise Advisors bought 367 iShares Core US Aggregate Bond ETF shares in Q2 2026, an estimated $36.3K.
  • iShares Core US Aggregate Bond ETF made up 0.09% of Rise Advisors's portfolio in Q2 2026, its #73 holding.
  • Rise Advisors first reported a position in iShares Core US Aggregate Bond ETF in Q4 2021 and has held it in 19 quarters since.
  • Rise Advisors's iShares Core US Aggregate Bond ETF position peaked at $1.87M in Q4 2021.
  • 2,080 funds tracked by Wall St. Rank held iShares Core US Aggregate Bond ETF as of Q2 2026.

Based on Rise Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.